Create documents with barcodes from template
In this article, we’ll show a case of automatically creating packing slips using Documents Processes for orders being shipped.
Configure a Plumsail Process
Sign in to Plumsail account and go to Documents -> Processes.
Click Add process. You’ll see 2 available options:
Start from template
Start from blank
There are some ready-to-use templates. I’ll choose Packing slip template .
Name the process and click Next.
In the next step you can edit the template or upload one.
The selected template already includes a barcode code-128, but you can change it to another type.
{{value}:barcode(CODE128, 200, 100)}
Please find some examples here .
Then, I enter the output filename and the filetype. I use token {{@date}} in the filename. There are other tokens in our packing slip template. For example, data has property OrderNumber and we can use it in the processes settings as well.
In the next step I select the delivery. There are a lot of available deliveries, I’ll select Email delivery.
Note
Some settings of the Email delivery.
Finally, I can open the default form and fill the fields.
The default form pulls data from your template and adds the fields.
This is the result file.
Of course, in a real situation you won’t enter the data manually but pull from some CRM system.
Documents Processes integrate with many service where you can pull content to fill the template.